Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$269K Buy
3,806
+37
+1% +$2.62K 0.05% 200
2022
Q2
$319K Sell
3,769
-179
-5% -$15.2K 0.05% 208
2022
Q1
$322K Buy
3,948
+42
+1% +$3.43K 0.04% 232
2021
Q4
$307K Sell
3,906
-3,732
-49% -$293K 0.04% 239
2021
Q3
$600K Buy
7,638
+494
+7% +$38.8K 0.06% 211
2021
Q2
$555K Buy
7,144
+185
+3% +$14.4K 0.06% 210
2021
Q1
$548K Buy
6,959
+438
+7% +$34.5K 0.07% 178
2020
Q4
$484K Buy
6,521
+432
+7% +$32.1K 0.07% 171
2020
Q3
$379K Buy
6,089
+1
+0% +$62 0.07% 166
2020
Q2
$332K Buy
6,088
+91
+2% +$4.96K 0.07% 170
2020
Q1
$274K Buy
5,997
+1,120
+23% +$51.2K 0.07% 172
2019
Q4
$417K Buy
4,877
+156
+3% +$13.3K 0.08% 160
2019
Q3
$374K Sell
4,721
-510
-10% -$40.4K 0.08% 154
2019
Q2
$370K Buy
5,231
+545
+12% +$38.5K 0.08% 152
2019
Q1
$313K Buy
4,686
+3,423
+271% +$229K 0.07% 156
2018
Q4
$79K Buy
+1,263
New +$79K 0.02% 301